See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,480 | $86,286-51.9% | $111,297-62.7% | $85,850-51.7% |
| Participation rate | 65.2% | 73.3%-8.1pp | 77.3%-12.1pp | 69.3%-4.1pp |
| Annual return | 12.02% | 19.99%-8.0pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,243 | $2,043-39.2% | $2,731-54.5% | $2,565-51.5% |
| Participant deferral / active EE | $2,174 | $3,641-40.3% | $4,487-51.5% | $3,952-45.0% |
| Admin fee / account holder | $926 | $8,188-88.7% | $7,964-88.4% | $6,260-85.2% |